Relationship Banker - Kingston Financial Center

TN United Kingdom; Kingston upon Thames; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Relationship Banker to engage with clients and assist them in navigating financial transactions. This role emphasizes building strong relationships, understanding clients' financial goals, and providing tailored solutions. You will be responsible for educating clients on self-service banking technologies and ensuring a seamless client experience. Join a dynamic team that values adaptability, problem-solving, and a client-focused approach. If you're passionate about helping others improve their financial lives, this opportunity is perfect for you.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Confident in identifying solutions for clients based on their needs.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engages clients to educate and assist with transactions.
• Builds relationships with clients to meet their financial needs.
• Manages financial center traffic and appointments effectively.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Education

High School Diploma / GED / Secondary School

Bachelor’s degree in business management, business administration, or finance

Job description

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Relationship Banker - Kingston Financial Center, Kingston upon Thames

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Client:

Bank of America

Location:

Kingston upon Thames, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

a70b618a9469

Job Views:

4

Posted:

02.05.2025

Expiry Date:

16.06.2025

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Job Description:

Description

:

Description

:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages time and capacity.

• Focuses on results, while acting in the best interest of the client.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience.

• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Skills:

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40